What principle guides your AI investment decisions?

Yuri Sagalov

Managing Director · General Catalyst

Velocity

Yuri Sagalov says he relies on velocity—speed and direction—as the number one predictor of success, looking for progress, customer conversations and learning even if the direction is wrong.

The answer starts at 10:32.

Bill Ackman

Founder and Chief Executive Officer · Pershing Square Capital Management

Assess Risk

Bill Ackman says the most important thing an investor has to do is assess the risk, noting that AI has massively increased the risk of disruption, so you have to be very thoughtful about the businesses you invest in.

Jake Flomenberg

Partner · Wing Venture Capital

Enduring Differentiability

Jake Flomenberg says he keeps coming back to enduring differentiability, asking whether a company will stay differentiated in a few years or be made irrelevant by a new model release.

The answer starts at 0:58.

Reid Hoffman

Co-Founder, Executive Board Chair · Manas Ai

Beginner's Mind

Reid Hoffman says to continue with a beginner's mind, since the possibility landscape keeps shifting and you must keep learning and adjusting.

NC

Navin Chaddha

Managing Partner · Mayfield Fund

Prepared and Open Mind

Navin Chaddha says no one answer fits: depending on the area, a VC needs both a prepared mind (a thesis) and an open mind for blue ocean opportunities.